Regatta Capital Group
- Address
880 Apollo St., Suite 129, El Segundo
- Phone
310-725-9102
- Website | Social
regattainvest.com
@RegattaCapitalGroup - Special Section
Above L to R: Erika Jenkins, CPA; Grace Yu, MBA, CFA, CAIA, CIPM, FRM; Amy Komins, MBA, MSF, MSAM; Maria Toler; Vanessa Flores; Chloe (Barnett) Mithal, CFP®; Nubia Silva; Ellen Himmel, JD; Lindsey Diranian
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Regatta Capital Group is an independent boutique wealth management firm founded in 2007. Regatta’s advisors guide clients through retirement planning, 401(k) plans, stock options, market analysis, personal coaching, socially responsible investing and comprehensive tax planning.
Describe how you support other women.
Women need allies in the workforce who will advocate for and advance each other’s ideas. As peers, we encourage one other to speak up and take credit for our contributions. As we advance in our careers, we should strive to lift others up alongside us.
Tell us about your team.
Our team of women is truly special. From sharing investment management strategies to exchanging parenting tips, we’re always ready to support each other. Our weekly book club provides an opportunity to connect over topics like health, financial planning and current events. Our advisors genuinely care about every client, taking time to understand their perspectives on money and the life goals that we can help them achieve.
How do you give back?
Regatta helped raise funds for those affected by the Palisades and Eaton fires through a grassroots approach, using our Studio City office as a donation center for the first half of the year. Additionally, every team member supports a philanthropic cause, including GrowingGreat, Fostering Success & Significance, Mychal’s Learning Place, Hope for Kiri, Kollab Youth and EmpowHer, the Flight Path Museum at LAX, and mentoring students at the University of Southern California.
Is there a myth you’d like to rewrite for the next generation of women in business?
Women are needed in wealth management. Regatta’s team is 55% women. While the industry average is about 25%, companies like ours understand the importance and integral part that women play in business, finance and investing. Women control over $10 trillion of wealth in our country, and over 60% of women are the main investment decision-makers in American households. At Regatta, we’re not just managing wealth; we’re empowering the next generation of women to build it, grow it and pass it on.
Photographed by Shane O’Donnell